zoho creator importing data with relationships

The ' Limit Maximum Entries' will limit the number of entries that can be added to a SubForm.The ' Set Default Entries' will display the specified number of rows in the SubForm, when the form is loaded.You can set the ' Default Entries' and ' Maximum Entries' for a SubForm field type from the ' Appearence' section under the field properties tab of the SubForm field. Set Default Entries and Limit Maximum Entries Select the SubForm report from the Reports tab, click on ' Column Properties' and select the lookup field created above and click on 'Link ' button, to create a link to the MainForm data. When adding the lookup, select the existing SubForm relation and pick the ID field, as shown in the image attached. Once the lookup field is created in the child form, that field can be used as relationship field between the two forms. Creating Relationship between MainForm and SubFormĬreate a lookup in the SubForm and relate it to the parent form. The Column Properties option in the MainForm report is used to configure the SubForm report and the SubForm fields to be displayed in the report, as shown below. The MainForm report, (Order View) will display all the orders with the values of the selected SubForm fields, as shown below. You can use the ' Add +' or the ' Add New' button to add entries to the MainForm from the SubForm. Here, the ' Order form' displays the ' Items' SubForm to add the items ordered. When you access the application, the SubForm will be displayed within the MainForm, as shown below. The SubForm will be inserted into the MainForm as shown below: You can also select the Blank form option and directly create the SubForm within the MainForm.

Click Done to insert the SubForm to the MainForm. For example, select the ' Order Item' form in the ' Order Management' application as the SubForm. In the Adding SubForm screen, a dialog box appears where you have to select the Form to be added as the SubForm field and click on Done. For example, drag-n-drop the ' Items' form into the ' Order' form. In the edit mode of the MainForm, simply drag-n-drop the SubForm field type at the required position in your editor area. Here, ' Order' form is the MainForm and ' Items' form is the SubForm. For example, add the ' Items' form to enter the Items ordered and the ' Order' form to enter details about each order. Please find the steps given below to create a SubForm.Īdd the required Forms to your application from the dashboard page by selecting Create New -> Form option. Zoho Creator supports the ' SubForm' field type using which you can insert a SubForm into your MainForm. The sample application ' Order Management' illustrates the SubForm feature. The data in the Item table is the 'many' side of the relationship - each order can have more than one item.

The data in the order table is the 'one' side of the relationship. In this case, the order information would display on the SubForm. For example you would use a SubForm if you wanted to display an order with the order details. SubForms are generally used to show data from tables that have a one-to-many relationship. The primary form is called the MainForm, and the form that is inserted in it is called the SubForm. To add multiple attachments to a recordĪ SubForm is a form within a form.

To create an html view with SubForm records.

To execute tasks on user input of SubForm fields.

To execute tasks when a row is added or deleted in the SubForm.

Set Default Entries and Limit Maximum Entries.

Creating relationship between MainForm and SubForm.

Zoho creator importing data with relationships